Swp Financial LLC Ishares Tr Core Aggressive All Transaction History

Swp Financial LLC

$196 Billion
Q3 2025

A detailed history of Swp Financial LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Swp Financial LLC holds 4,051 shares of AOA stock, worth $359,769. This represents 0.18% of its overall portfolio holdings.

Number of Shares

4,051

Previous 4,155 2.5%

Holding current value

$359,769

Previous $347 Million 3.03%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	SELL	$82.71 - $88.14 $8,601 - $9,166	-104 Reduced 2.5%	4,051 $357 Million
Q1 2025 May 02, 2025	SELL	$75.7 - $80.01 $59,575 - $62,967	-787 Reduced 15.92%	4,155 $318 Million
Q4 2024 Jan 21, 2025	SELL	$76.61 - $79.88 $10,342 - $10,783	-135 Reduced 2.66%	4,942 $379 Million
Q3 2024 Oct 23, 2024	SELL	$72.11 - $79.05 $1,802 - $1,976	-25 Reduced 0.49%	5,077 $401 Million
Q2 2024 Jul 15, 2024	SELL	$70.02 - $75.08 $12,043 - $12,913	-172 Reduced 3.26%	5,102 $382 Million

Q1 2024 Apr 30, 2024	SELL	$67.75 - $73.5 $3,590 - $3,895	-53 Reduced 0.99%	5,274 $387 Million
Q4 2023 Mar 08, 2024	BUY	$60.96 - $69.28 $324,733 - $369,054	5,327 New	5,327 $368 Million

Others Institutions Holding AOA

# of Institutions

413

Shares Held

9.3M

Call Options Held

4.9K

Put Options Held

View Full List

About ISHARES TR CORE AGGRESSIVE ALL

Ticker AOA
Sector ETFs
Industry ETFs

More about AOA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Swp Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Swp Financial LLC with notifications on news.

Account

Swp Financial LLC Ishares Tr Core Aggressive All Transaction History